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Advisors in Wisconsin
7,945 Results
Unclaimed

Schaper Benz & Wise Investment Counsel Inc. | CFA ® (Certifications)

location

NEENAH, WI

0 Disclosures

ADVISOR BIO

Christi Lyn Salm is a financial advisor with Schaper Benz & Wise Investment Counsel Inc., working out of their Neenah, WI office. Christi has been in the industry since 1998 and holds Series 7 and 66 licenses as well as the Chartered Financial Analyst designation. Christi is also registered in Texas and Wisconsin. Schaper Benz & Wise Investment Counsel Inc. provides advisory services including financial planning, family wealth counseling, portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY WEALTH COUNSELING
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

JANESVILLE, WI

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Christian Nimmo is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Janesville, WI. Christian has been in the industry since 2002, and has extensive experience in providing a range of financial services. Christian specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Equitable Advisors, LLC

location

NEW FRANKEN, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christian Madson Neuville is an investment advisor representative affiliated with Equitable Advisors, LLC. Christian Neuville is registered with the state of Wisconsin and Pennsylvania. Christian Neuville’s firm is located in New Franken, WI. Christian Neuville has passed the Series 7TO and SIE exams and is registered with FINRA and the state of Wisconsin and Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC

location

MILWAUKEE, WI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christian Wemmert is a financial advisor with Equitable Advisors, LLC, a registered investment advisor. Christian has been in the industry since June 22, 2020 and has been registered with the state of Wisconsin as an Investment Advisor Representative since July 6, 2022. He has also been registered as a Broker with the state of Wisconsin since July 6, 2022, and with the state of Illinois since August 8, 2022. Christian is also registered as a Broker in New York since August 15, 2023. Prior to Equitable Advisors, LLC, Christian worked at Park Avenue Securities LLC. He is a Series 66 and Series 7TO-licensed professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Avaii Wealth Management, LLC

location

APPLETON, WI

0 Disclosures

ADVISOR BIO

Christian Doule is a financial advisor with Avaii Wealth Management, LLC and has been in the industry since 2008. Christian is also an insurance professional, and the manager of Doule Noted, LLC. Christian has offices located in Appleton, WI. The majority of Christian's practice is focused on the services of an investment advisor representative, and the balance as a registered representative. Christian specializes in Financial Planning, Portfolio Management for Individuals and other Investment Advisor Services, specifically focused on Tax Planning.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
TAX PLANNING / PREPARATION
Unclaimed

Harbour Investments, Inc.

location

Madison, WI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Christian O'Connor is an investment advisor representative associated with Harbour Investments, Inc. Christian has been in the securities industry since December 2019. Christian's current registrations include Series 66, Series 7TO, and SIE. Christian has been registered in Wisconsin as a broker since 2020 and also as an investment advisor representative since 2020. In addition, Christian is registered in Arizona, California, Illinois, Maryland, and Pennsylvania as a broker. Christian is also registered in Wisconsin as an investment advisor representative.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed
location

APPLETON, WI

0 Disclosures

ADVISOR BIO

Christian Peterson is an Investment Advisor Representative with Winch Financial, a firm located in Appleton, WI. Christian has been in the industry since June 2008. Christian is licensed to provide investment advice in Texas and Wisconsin. Christian holds the Series 65, Uniform Investment Adviser Law Examination, license. Christian specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

STEVENS POINT, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Christie Schellinger is a registered representative with J.p. Morgan Securities LLC. Christie is licensed to provide financial services in Wisconsin and has a Series 63, Series 6TO and SIE. Christie is also registered with FINRA. Christie focuses on investment companies and variable contracts, providing advice to individuals, corporations, and other entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

WAUKESHA, WI

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Christina Blanc is a registered investment advisor with Wells Fargo Clearing Services, LLC. Christina has been working in the financial industry since 2007. Her current registration with Wells Fargo Clearing Services, LLC is active in Texas. Christina has several years of experience working at Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC in Milwaukee, WI and is currently registered in 36 states. Christina is also a registered investment advisor in Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Winch Financial | CFP ® (Certifications)

location

APPLETON, WI

0 Disclosures

ADVISOR BIO

Christina Winch is a financial advisor with over 30 years of experience. Christina is a Certified Financial Planner™ professional and holds a Series 7, 63, 22, 65 and Series 24 license. She works with high-net-worth individuals and provides financial planning services to families and individuals. Christina works out of the Appleton, WI office of Winch Financial, providing financial advice to clients in Wisconsin and Texas.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals

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